Big Changes and Opportunities in Sweeping New Federal Retirement Savings Law – The Top Things Small Businesses and Employers Need to Know
With nearly 100 changes to retirement savings accounts passed late last year under the federal “Securing a Strong Retirement Act of 2022” or Secure 2.0 for short, it can be extremely hard for small businesses to know what’s in it for them or what it could mean for their workplaces and employees. Join the Michigan Chamber in coordination with and trusted partner Tri-Star Trust for this special webinar with Q&A to help break down and navigate these changes. From significant new tax credit opportunities to automatic enrollment requirements beginning in 2025, you won’t want to miss this opportunity and get your questions answered and asked by experts.
This is an opportunity to be proactive! We look forward to your participation.
This webinar will be recorded and available for viewing.
Jane Hagen AIF, C(k)P, QPFC
Senior Vice President, Director of Retirement Plans & Senior Relationship Manager - Tri-Star Trust Bank
Jane Hagen, Senior Vice President, serves as the Director of Retirement Plans & Senior Relationship Manager. She brings over 28 years experience in banking and trust/investments. Jane is one of the original team members of Tri-Star and is proud to have built the Employee Benefits Program from the ground up. She has earned several certifications with an emphasis on employee benefits including: Certified 401(k) Professional (C(k)P ®), Accredited Investment Fiduciary (AIF®), and Qualified Plan Financial Consultant (QPFC). Hagen is a member of the American Society of Pension Professional & Actuaries, having received her Retirement Plan Fundamentals I & II and Plan Consultant I certificates among numerous other credentials.
Regional Vice President - Newport Retirement Services
Dale Essenmacher is a Regional Vice President at Newport Retirement Services. In his 21+ years at Newport, Dale has lead teams in sales, product development as well as training. Dale’s current primary role is assisting employers in offering a competitive, cost-effective retirement benefit for their employees. Dale has presented at many industry conference as an expert in plan design, fiduciary knowledge as well as product development. He is a graduate with a BA degree in Finance from Oakland University in Rochester, MI.
One (1) HR (General) recertification credit hour for PHR, SPHR and GPHR recertification through the HR Certification Institute.
One (1) PDC for the SHRM-CP or SHRM-SCP.